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PEI

Pennsylvania Real Estate Investment Trust

Delisted

PEI was delisted on the 15th of December, 2022.

74 hedge funds and large institutions have $9.37M invested in Pennsylvania Real Estate Investment Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

11% less funds holding

Funds holding: 8374 (-9)

48% less capital invested

Capital invested by funds: $18.2M → $9.37M (-$8.82M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

73% less call options, than puts

Call options by funds: $308K | Put options by funds: $1.14M

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
18
Closed
17
Calls
$308K
Puts
$1.14M
Net Calls
-$835K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65M -$108K -5,018 -3%
Lido Advisors
2
Lido Advisors
California
$1.33M +$423K +19,707 +29%
Invesco
3
Invesco
Georgia
$760K -$69K -3,217 -6%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$506K
GCP
5
GSA Capital Partners
United Kingdom
$332K -$138K -6,423 -23%
V
6
Veritable
Delaware
$321K +$15K +700 +3%
Brown Advisory
7
Brown Advisory
Maryland
$311K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$264K +$67.2K +3,132 +22%
BC
9
Brookfield Corp
Ontario, Canada
$253K
BlackRock
10
BlackRock
New York
$242K -$59.1K -2,758 -15%
State Street
11
State Street
Massachusetts
$224K
Citadel Advisors
12
Citadel Advisors
Florida
$215K +$237K +11,051 +372%
Group One Trading
13
Group One Trading
Illinois
$215K +$288K +13,432 +2,239%
Renaissance Technologies
14
Renaissance Technologies
New York
$154K +$216K +10,053 New
Northern Trust
15
Northern Trust
Illinois
$146K -$579 -27 -0.3%
DWM
16
Doyle Wealth Management
Florida
$101K
Asset Management One
17
Asset Management One
Japan
$95K
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$91K -$665 -31 -0.5%
N
19
Natixis
France
$76K
WSFS
20
Wilmington Savings Fund Society
Delaware
$70K
Morgan Stanley
21
Morgan Stanley
New York
$66K +$19.4K +906 +27%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$57K +$1.44K +67 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$56K -$3.6K -168 -4%
Bank of America
24
Bank of America
North Carolina
$54K -$52.1K -2,430 -41%
VF
25
Virtu Financial
New York
$53K +$44.6K +2,078 +148%

PEI Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q4 2021, worth a combined $9.37M — down 48% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PEI and 8 opened new positions — a net loss of 9 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Lido Advisors, adding an estimated $423K. The largest seller was Squarepoint, cutting an estimated $233K.

  • 74 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q4 2021, down from 83 in Q3 2021.
  • Funds reported $9.37M of Pennsylvania Real Estate Investment Trust stock for Q4 2021, down 48% quarter-over-quarter.
  • 8 funds opened new Pennsylvania Real Estate Investment Trust positions in Q4 2021 and 17 closed out, a net change of -9 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q4 2021 was Lido Advisors, an estimated $423K added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q4 2021 was Squarepoint, an estimated $233K sold.

Based on aggregated 13F filings for Q4 2021.